Redwood Investment Group, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Bragg, CA. Its latest Form ADV filing, dated March 17, 2026, reports $230M in regulatory assets under management, 3 employees, 1 office, and 768 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.6% of total clients.
Top client categories% of clientsClients
1
Individuals
50.6%
386
2
HNWI
48.1%
367
3
Corporations
0.7%
5
4
Pension Plans
0.4%
3
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 17, 2026
Discretionary100.0%
$230M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$230M
Total Accounts768
10Y AUM Change+$128M (+124.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee254:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.